Samsara, Inc. Class A (IOT)

Samsara, Inc. reported Q3 FY2026 earnings on December 4, 2025, with an EPS of $0.15 and revenue of $416 million, exceeding analysts' expectations. However, the stock has declined, with a 29.99% decrease over the past 30 days and a 52.94% decrease over the past 12 months as of February 6, 2026. Analyst ratings in early February 2026 showed mixed perspectives, with an average price target of $50.73.

Samsara's net new Annual Recurring Revenue (ARR) growth is typically smallest in the first fiscal quarter and largest in the fourth fiscal quarter, influenced by strong renewal activity in Q4. Demand for Samsara's core offerings can be affected by broader economic cycles and market fluctuations within the transportation and logistics sectors. The IoT fleet management market is experiencing significant growth due to the increasing adoption of connected vehicle solutions.

Samsara, Inc. is an American Internet of Things (IoT) company that provides a Connected Operations Platform for physical operations, operating within the Industrial Internet of Things (IIoT) and connected logistics industries. The company aims to enhance the safety, efficiency, and sustainability of global operations through its platform, which integrates hardware, software, and cloud services. Samsara's products include AI-powered dash cams, real-time GPS tracking, Electronic Logging Devices (ELD), telematics, and various management and compliance tools, serving sectors like transportation, construction, food and beverage, and retail.

Samsara, Inc. serves customers across North America and Europe, with its headquarters in San Francisco, California. It has additional offices in North America, including Atlanta, Phoenix, Mexico City, and Toronto. In Europe, its headquarters are in London, with offices in Paris, Amsterdam, and Munich. The company also has a presence in Asia Pacific, with offices in Taipei and Bangalore, India.

Samsara's brand reputation appears strong, emphasizing safety, efficiency, and sustainability. The 2025 Year in Review report highlighted positive customer outcomes, including lower crash rates and improved fuel efficiency. Frost & Sullivan recognized Samsara with the 2024 North American Company of the Year Award. While litigation could adversely affect its reputation, no specific negative events were detailed in the provided search results.

Samsara Inc. has substantial institutional ownership, with 859 institutional owners and shareholders holding a total of 363,948,783 shares. Major institutional owners include Baillie Gifford & Co, Vanguard Group Inc, and BlackRock, Inc. There has also been recent insider selling activity by top executives.